DG
Donald E. Gilin
VALMARK ADVISERS
MASON, MI 48854
Some features on this profile are disabled
CRD#: 1228344
DG
Professional summary
Donald Eugene Gilin, who also goes by Gilin Gene, Gene Gilin, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mason, Michigan and VALMARK SECURITIES, INC. located in Mason, Michigan.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Donald has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gilin Gene | Gene Gilin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) GILIN-HENDERSON MANAGEMENT CO.; BUSINESS ADDRESS: 120 N. WASHINGTON, SUITE 230, LANSING, MI 48934; NATURE OF BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; HOURS PER MONTH: 20; HOURS DURING TRADING HOURS: 0; POSITION: MANAGING PARNER (MEMBER); CLIENT INVOLVEMENT: NO, PURCHASED A CONDO IN JUPITER, FL WITH MY BROTHER AND SISTER-IN-LAW FOR THE PURPOSE OF RENTING THE PROPERTY OUT; DUTIES: INVESTOR AND MANAGING MEMBER; PROPERTY WAS JUST PURCHASED IN JULY, 2012, COMPLETED REHAB, DECORATING AND FURNISHING PROPERTY; WILL ATTEMPT TO RENT IN 04/2013 AND THEREAFTER; COMPENSATION: ANY RENTAL INCOME WILL BE USED TO COVER EXPENSES SUCH AS CONDO FEES, TAXES AND UTILITIES.
2) Group Life and Health Insurance Sales; NOT Investment Related; Approx. 1-5 Hrs per mo.; Compensated by commissions.
3) Centennial Employee Benefits; Sales and Service of Employee Benefit Plans; Start Date 2001; NOT Investment Related; 1-5 hrs. per month; Paid by Commisison.s
CRS (Client Relationship Summary) - RIA
Click below to view Donald Eugene Gilin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 20, 2011 - Present
VALMARK ADVISERS, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854RIA
CRD#: 108050
MASON, MI
Current
July 19, 2011 - Present
VALMARK SECURITIES, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854BD
CRD#: 31243
Mason, MI
Past
February 19, 2010 - July 20, 2011
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
LANSING, MI
Past
October 11, 2001 - July 20, 2011
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
LANSING, MI
Past
February 1, 1989 - September 28, 2001
CENTENNIAL FINANCIAL SERVICES, INC.
BD
CRD#: 15819
LANSING, MI
Past
November 20, 1985 - May 25, 1989
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(3/12/2015)
RR
Arizona(5/25/2021)
IAR
California(8/14/2013)
RR
California(7/14/2016)
RR
Colorado(9/21/2020)
RR
Florida(7/19/2011)
IAR
Florida(8/25/2011)
RR
Georgia(2/5/2016)
RR
Illinois(7/19/2011)
IAR
Illinois(7/20/2011)
RR
Indiana(1/3/2024)
IAR
Indiana(1/17/2024)
RR
Louisiana(7/19/2011)
IAR
Massachusetts(9/8/2011)
RR
Michigan(7/19/2011)
IAR
Michigan(7/29/2011)
RR
Ohio(7/19/2011)
IAR
Ohio(7/25/2011)
IAR
Pennsylvania(6/6/2018)
RR
South Carolina(3/4/2019)
IAR
South Carolina(8/1/2022)
IAR
Texas(6/19/2018)
RR
Texas(6/20/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
